Tradition Wealth Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
459
+1
| +0.2% | +$442 | 0.02% | 427 |
|
|
2025
Q1 | $233K | Buy |
458
+14
| +3% | +$7.11K | 0.02% | 388 |
|
|
2024
Q4 | $211K | Sell |
444
-117
| -21% | -$55.5K | 0.02% | 389 |
|
|
2024
Q3 | $276K | Buy |
561
+2
| +0.4% | +$984 | 0.02% | 341 |
|
|
2024
Q2 | $259K | Buy |
559
+4
| +0.7% | +$1.85K | 0.03% | 335 |
|
|
2024
Q1 | $240K | Buy |
555
+3
| +0.5% | +$1.3K | 0.02% | 340 |
|
|
2023
Q4 | $237K | Sell |
552
-7
| -1% | -$3.01K | 0.02% | 301 |
|
|
2023
Q3 | $211K | Buy |
559
+4
| +0.7% | +$1.51K | 0.03% | 300 |
|
|
2023
Q2 | $212K | Buy |
555
+4
| +0.7% | +$1.53K | 0.02% | 301 |
|
|
2023
Q1 | $175K | Buy |
+551
| New | +$175K | 0.02% | 323 |
|